Portfolio Planning Analyst

Embark on a dynamic role as a Project Portfolio Financial Analyst, where you will play a pivotal role in the strategic management and transparent reporting of Open City and Technology (OCT) Branch financials. As the stewarts of both operating and capital budgets, recoveries from business-funded initiatives, interdepartmental billing, and internal and external revenues, you'll be at the forefront of financial excellence.

This unique opportunity involves close collaboration with a diverse array of stakeholders, including Senior IT Management and Department Finance Services Join us in this exciting journey where your financial expertise will be the driving force behind the success of the OCT Finance Management Office (FMO).

What will you do?

• Lead in the research, analysis and development/improvement of new/existing OCT financial and portfolio planning practice processes. Process, procedure and performance measurement development is required in all areas of the OCT FMO, including:
• SAP Project Systems alignment with OCT FMO practices (e.g. Project Setup and Closure, IT Tangible Capital Asset creations, contractor setup and payment)
• SAP Investment Module aligned with OCT business practices
• SAP Financial Accounting (FI) and SAP Controlling (CO)Modules aligned with OCT business practices
• SAP CATS Time Entry aligned with OCT business practices
• OCT Financial Integration with OCT Project and Resources Management process
• OCT Financial Integration with OCT Asset Management processes
• Integration with external vendor processes, invoicing and payment
• Perform all day-to-day OCT financial transactions (primary SAP reporting transactions and Project System transactions), ensuring alignment with OCT business practices and performance measurement requirements. Ensure accuracy for all transactions, including:
• Project setup and structure, analysis and accuracy of settlement rules, recoveries, requisitions, invoicing, procurement, funding sources, project closure, and tangible capital assets to ensure proper alignment with OCT business practices
• Capital and operating costs are assessed against OCT financial standards and charges to correct funding source with all errors identified and corrected at source. Perform quality check of all OCT journal vouchers performed by Department Finance Services to ensure accuracy
• Lead in troubleshooting technical and process issues related to all FMO processes and day-to-day financial transactions. Work closely with SAP Business Functional Analyst and Department Finance Services and all other stakeholders to resolve problems at source
• Working with senior IT Management and Department Finance Services to identify and recommend changes to ensure financial alignment with changing OCT business practices (e.g. service categories for time entry, required changes to cost centres and profit centres, analysis for fiscal year operating budget load. Other duties include ensuring completion of outstanding contractor invoices, accruals, project funding and settlement rule changes, and Asset Under Construction (AUC) completion to move assets into production
• Analyze all monthly, quarterly and annual project (capital) and operating variance reports prepared by Department Finance Services for explanation and presentation to senior IT management
• Create detailed reports and dashboards for yearly IT external contractor spending, percentage of overtime expenditures on capital projects, internal labour recoveries from business projects, internal labour effort by IT service
• Provide training to a variety of stakeholders in OCT
  
  

Qualifications:

• University degree in Business Administration or a related degree from a recognized Institute
• 4 years of experience in operational and capital reporting, analysis, budgeting, forecasting and providing financial guidance to operational managers, working with ERP systems (e.g. SAP, Oracle, JDE) and working with process development, redesign or improvement
  
  
  

Assets:

• Additional education/training in Information Technology is preferred
• 3 years of experience with the City of Edmonton SAP financial systems and experience in report creation and analysis
• 1 year of experience using SAP Project Systems and delivering training/workshops
  
  
  

Skills required for success:

• Knowledge of methods studies and analysis procedures, financial processes including annual activities and cycles
• Overall ERP system knowledge in A/R, A/P, G/L, fixed assets, budgeting and purchasing
• Knowledge of Generally Accepted Accounting Principles
• Knowledge of SQL, Oracle and other database management systems
• Knowledge and experience in process engineering and ability to present technical briefs and make process engineering recommendations
• Demonstrated ability to work independently as well as part of a team
• Excellent verbal and written communication skills
• Demonstrated ability to express ideas and concepts, manage time effectively and handle tight deadlines and the ability and desire to learn new skills
• Alignment to our Art of Inclusion: Our Diversity and Inclusion Framework
• Alignment to our Cultural Commitments
• Alignment to our Leadership Competencies
• Applicants may be tested
  
  
  

Conditions of employment:

• Hire is dependent on a Criminal Records Check (CRC) security clearance that is satisfactory to the City of Edmonton and is a requirement of this position, there may be a cost associated with this requirement
  
  
  

The City of Edmonton values applicants with a diverse range of skills, experiences and competencies, and encourages you to apply. We strive to provide reasonable access and accommodations throughout the recruitment process. To request an accommodation, please contact [email protected] . Learn more about our benefits https://bit.ly/COEbenefits.

Up to 1 permanent full time position

Hours of Work: 33.75 hours per week

The weekly hours of work for this position are currently under review and may change at a future time. Any changes will be made in accordance with the City of Edmonton/Civic Service Union 52 collective agreement and the incumbent will be notified in advance.

Salary: $48.767 - $61.623 (Hourly); $85,915.26 - $108,564.32 (Annually)

Talent Acquisition Consultant: JF/MM